Vetted Cases
Features/Core feature
Included in every build

Warm transfer

Priority calls ring your attorney, live.

For signed implementations that include live transfer, routing rules, recipients, hours, and fallback booking are configured and validated with the firm before go-live.

What it does

Routes qualifying priority calls to your on-call attorney in real time.

Hands off with context, who's calling and why.

Falls back to booking the consult if no one answers.

Your rules decide what counts as hot and who gets it.

How it works
1

It qualifies

On the call, it recognizes a case that deserves an attorney now.

2

It transfers

Your on-call attorney's phone rings with the caller and the context.

3

Safety net

No answer? It books the consult so the lead is never lost.

Why it matters
Route priority calls live

The best cases reach a human while they're most ready to sign.

Never dropped

If you can't pick up, it books, so nothing falls through.

You set the rules

Decide what's hot and who it reaches, by time and case type.

See Warm transfer in your firm's workflow.

Hear a priority caller routed to the approved person, with booking as the fallback.

Book the 20-minute demo →